内容概要：随着我国经济的复苏和新兴市场的崛起，对矿产资源的需求持续增加，尤其是新能源、新材 料等战略性新兴产业的快速发展，对锂、钴、镍等关键矿产以及钢铁生产所需的铁矿石等需求旺盛，进 而带动矿山工程建设行业快速发展，据统计，2024年我国矿山工程建设行业市场规模达573.9亿元，同 比增长2.7%，其中，能源矿领域矿山工程建设约占48.5%，金属矿领域矿山工程建设约占32.2%，非金 属矿领域矿山工程建设约占19.3%，未来，在"双碳"目标指引下，矿山工程建设行业正加速绿色化转 型，充填采矿、废水循环利用等技术应用将更加广泛，"零废弃矿山"理念将推动尾矿综合利用产业化率 提升，此外，还将衍生出"矿山修复+光伏发电""矿区复垦+生态旅游"等跨界市场。 上市企业：中国铁建（601186）、中国中冶（601618） 相关企业：中国华冶科工集团有限公司、平煤神马建工集团有限公司、重庆川九矿山建设有限公司、中 煤第五建设有限公司、中鼎国际工程有限责任公司、中煤建筑安装工程集团有限公司、中煤第一建设有 限公司、宁夏煤炭基本建设有限公司、中煤第三建设（集团）有限责任公司、浙江恒荣建设工程有限公 司、浙江拓海建设有限公司、温 ...

煤炭是黑色的？不，它也可以是白色的、透明的，甚至是五彩斑斓的。 近日，记者随"活力中国调研行"主题采访团来到煤炭大区内蒙古看到，经过清洁高效利用，一块黑煤，能变成一瓶白色颗粒状聚乙烯、一卷 透明保鲜膜…… 走进位于包头市九原区的国能包头煤化工有限责任公司，蓝天白云下，小桥流水、鸟语花香，很难让人把它与煤炭产业挂钩。然而，世界首 套煤制烯烃示范装置，十几年前就是在这里投运。 "我国富煤贫油少气，发展以煤为原料制取化工产品的煤化工技术，不仅能提升煤炭的清洁高效利用，对于国家能源安全也具有重要意 义。"国能包头煤化工有限责任公司总经理余建良说，该套煤制烯烃示范装置项目采用国内自主研发的煤化工技术，每年将300万吨煤炭制成180万 吨透明色的甲醇，再由甲醇制成60万吨的白色颗粒状聚乙烯、聚丙烯，年营业收入约60亿元。 这是7月29日拍摄的国能包头煤化工有限责任公司展柜里的下游产品。新华社记者 李志鹏 摄 公司展柜里的下游产品各式各样、五彩斑斓：塑料收纳盒、玩具模型、医用器械、防护手套……"我们生产的煤制烯烃材料，销售到下游厂家 后，被用于制作各种各样的日用品，煤炭就这样经过'七十二变'走进千家万户。"余建良说。 "双 ...

山东黄金矿业股份有限公司2025 年半年度报告 公司代码：600547 公司简称：山东黄金 山东黄金矿业股份有限公司 山东黄金矿业股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人韩耀东、主管会计工作负责人滕洪孟及会计机构负责人（会计主管人员）滕洪 孟声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经公司第七届董事会第二次会议决议，公司2025年半年度拟以实施权益分派股权登记日登记 的总股本为基数分配利润，向全体股东每10股派发现金红利1.80元（含税）。截至2025年8月27日 ，公司总股本4,473,429,525股，以此为基数计算拟派发现金红利 805,217,314.50元。公司2025年半 年度现金分红金额占当期扣除永续债利息后归属于上市公司普通股股东净利润的31.45%。本次利 润分配不送股，不进行资本公 ...

中证报中证网讯(王珞)8月26日晚间，天原股份（002386）发布的2025年半年报显示，公司实现营业收 入56.68亿元；归母净利润1663.85万元，同比增长48.65%。 报告期内，公司募投项目年产10万吨磷酸铁锂正极材料项目二车间产线建设完成，逐步开始试生产以及 客户二车间产品导入验证工作，正加大下游客户开拓；天程锂电一期项目正在推进建设中；马边磷矿项 目进入试生产，进展良好；昌能煤矿项目正在开展鉴定工作，争取尽快完成鉴定结果。投资建设60万吨 硫磺制酸项目，将硫酸项目与钛白粉产业融合，实现钛白粉生产碳的"零消耗"，同时硫酸项目也适配宜 宾及周边地区新能源上游原料企业需要，促进锂电产业发展；投资建设60MW/120MWh用户侧储能系 统，降低企业用电成本。 公司围绕降本、增效、提质、扩绿四大关键抓点落实制造业"智改数转"行动，推进新型工业化、智能化 改造数字化转型，全面提升公司在生产、管理、研发和服务等方面的智能化水平。持续深抓以"自动 化、信息化、智能化"为特征、以提升生产率与本质安全为目标的"三化工程"和"智能工厂"建设，持续 强化生产流程智能化改造升级，形成适用于相关行业的深度应用技术，以持续提 ...

天原股份公告，全资子公司马边无穷矿业有限公司计划投资1.07亿元建设无穷丁家磷矿绿色矿山建设项 目。该项目包括生态修复与矿区环境治理、新建集控中心大楼及矿山智能控制系统、990平硐治水、矿 山治本攻坚三年专项行动改造、新建胶结充填采矿系统等。项目建设期预计36个月，资金来源为自筹资 金。项目完成后，将提升矿区环境、资源开采、资源综合利用、绿色低碳、生态修复与环境治理、科技 创新与规范管理能力，对生产目标的完成起到关键性推动作用，具有显著的社会效益。 ...

Core Viewpoint - Guangxi Senhe High-tech Co., Ltd. has initiated its listing on the Beijing Stock Exchange, marking a significant step for the company in financing and expanding its operations, while contributing to China's competitive position in the global mining industry through green technology [1][3]. Group 1: Company Overview - Guangxi Senhe High-tech Co., Ltd. is recognized as a national-level specialized and innovative "little giant" enterprise [1]. - The company has developed an environmentally friendly gold extraction agent called "Jinchai," which boasts multiple advantages such as low toxicity, high recovery rate, good stability, quick recovery, low cost, and convenient storage and transportation [3]. - The company holds over 30 patents related to the field of environmentally friendly gold extraction agents and has established partnerships with several universities and research institutions to enhance its R&D capabilities [3]. Group 2: Market Expansion - Senhe High-tech has formed partnerships with several large domestic gold production enterprises and exports its products to over 30 countries and regions, including Vietnam, Laos, Indonesia, Russia, and Egypt, serving more than 500 medium to large clients globally [3]. - The company is recognized as a typical example of a Chinese environmental technology enterprise going global [3]. Group 3: Industrialization and Financial Performance - The company has designed and developed automated production equipment, achieving an annual production capacity of 85,000 tons for its gold extraction agents, while still in the process of expanding capacity [4]. - Financial data shows that for the first half of 2025, the company achieved a revenue of 398 million yuan, a year-on-year increase of 46.30%, and a net profit of 120 million yuan, reflecting a year-on-year growth of 87.51% [4]. - The company plans to establish a large-scale "specialized, refined, distinctive, and innovative" industrial base to further solidify its leading position in the industry [4].

Core Insights - The event "Understanding My Listed Company" was organized to enhance communication between investors and listed companies, focusing on Baodi Mining as the only iron concentrate listed company in Xinjiang [1] Group 1: Resource Foundation - Baodi Mining has a total iron ore resource reserve of 380 million tons, with plans to increase this to 460 million tons after completing the acquisition of 87% of Congling Energy [2] - The company's revenue has shown steady growth, increasing from 761 million yuan in 2022 to 1.196 billion yuan in 2024, representing a compound annual growth rate of 26.3% [2] - Baodi Mining has obtained 34 invention patents and operates two green mines, ranking 25th among the top 50 metallurgical mining companies in China in 2024 [2] Group 2: Development Drivers - The company has received a mining license for an annual capacity of 10 million tons and is progressing with various mining projects, including a 320 million tons per year project [3] - Baodi Mining has been proactive in sustainable development, releasing a sustainability report for three consecutive years and leading in energy consumption and carbon emissions metrics in the industry [3] Group 3: Investor Returns - Since its listing in March 2023, Baodi Mining has distributed a total of 266 million yuan in cash dividends, with plans to continue cash distributions of at least 10% of the annual distributable profits from 2025 to 2027 [4] - The company aims to optimize its dividend policy and enhance information disclosure quality to better serve investors [4]

Core Viewpoint - Shandong Jinling Mining Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by increased sales of iron concentrate and improved operational efficiency [1][4][6]. Company Overview and Financial Indicators - The company achieved operating revenue of approximately 768.49 million yuan, a 10.17% increase compared to the same period last year [2][12]. - Net profit attributable to shareholders reached approximately 150.30 million yuan, marking an 88.14% increase year-on-year [2][12]. - The company reported a net cash flow from operating activities of approximately 126.06 million yuan, a significant recovery from a negative cash flow in the previous year [2][12]. Industry Context - The black metal mining industry is characterized by cyclical demand influenced by the steel and real estate sectors, with iron ore prices showing a downward trend in the first half of 2025 [3][4]. - National statistics indicated a 9.1% year-on-year decline in iron ore production, while imports also decreased by 7.1% [3][4]. Business Operations - The main business activities include iron ore mining and the production and sale of iron concentrate and pellets, with a focus on optimizing production efficiency and reducing costs [3][4][5]. - The company produced 698,000 tons of iron concentrate and 96,400 tons of pellets during the reporting period, with sales figures closely matching production [4][5]. Market Position - The company holds a strong market position as a leading iron ore producer in China, recognized for high-quality products with low harmful element content [3][9]. - The company has successfully obtained exploration rights for new iron ore resources, indicating potential for future growth [5][9]. Financial Performance Drivers - Key drivers for the company's performance include increased sales volume of iron concentrate, cost reduction through improved procurement strategies, and higher sales prices for by-products [4][5][6]. - The company has implemented various reforms to enhance operational efficiency and employee motivation, contributing to improved financial results [5][6]. Future Outlook - The company plans to continue its focus on resource development and technological innovation, aiming to enhance its competitive edge in the market [5][7]. - Ongoing investments in digital transformation and green development initiatives are expected to support sustainable growth [6][7].

近年来，中铁十九局集团矿业投资有限公司（以下简称矿业公司）积极贯彻新发展理念，持续完善绿色矿山体系，倾力打造生态化、智能化、现代化矿山。 作为中国铁建旗下矿山建设专业公司，深耕矿山市场40余年，专业化运营20年来，始终坚持矿业发展与生态保护并重，扎实推进矿山治理和绿色矿山创建。 经过持续探索与实践，公司树立了"环保化开采、无尘化运输"理念，走出了一条"科技引领、绿色开采、综合利用、和谐共赢"的新型发展道路，提升了企业 形象与核心竞争力。 矿业公司承建的太钢袁家村铁矿、黄岗铁矿、蒙库铁矿、东梁金矿、玉龙铜矿等一批重点矿山项目，先后被评为国家级绿色矿山。其绿色发展理念根深蒂 固，对自然生态的尊重、资源的珍惜及可持续发展的追求，使绿色矿山建设能力广受行业认可。 "绿色矿山是新形势下矿产资源管理及矿业发展道路的全新思维，是促进矿业和谐发展的必由之路。"矿业公司党委书记、执行董事张德峰强调。公司立足矿 山项目施工周期长、工程量大、地处偏僻的实际，对项目营区进行长远规划，打造良好生态环境。 科技赋能，创新驱动 在西藏玉龙铜矿项目，2024年投入使用10台无人驾驶矿用自卸车，采用基于"云—网—车"协同的解决方案。项目分阶段 ...

Core Viewpoint - Jinhui Mining Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, driven by higher sales of zinc and lead concentrates, despite challenges in the market [2][3][4]. Company Overview and Financial Indicators - The company, Jinhui Mining Co., Ltd., operates in the non-ferrous metal mining and processing industry, primarily producing zinc and lead concentrates [3]. - As of June 30, 2025, the company reported an unallocated profit of RMB 419,310,754.97, with a proposed cash dividend of RMB 2.00 per 10 shares, totaling RMB 195,600,000.00 [2][3]. - Key financial metrics for the first half of 2025 include: - Revenue: RMB 791,609,650.96, a 10.50% increase from the previous year - Total profit: RMB 293,191,476.61, a 22.81% increase - Net profit attributable to shareholders: RMB 253,123,196.86, a 19.62% increase [2][3][4]. Industry and Main Business Situation - The industry faced a 13.07% decline in zinc prices due to a shift in supply-demand dynamics, with a recovery in smelting profits and increased refined zinc supply [4][5]. - The company's main business includes exploration, mining, processing, and sales of lead, zinc, and silver resources, with a production capacity of 178,000 tons per year [4][5]. Operational Performance - The company achieved a revenue of RMB 79,160.97 million, a 10.50% increase year-on-year, and a net profit of RMB 25,143.47 million, a 20.54% increase [4][5]. - Production volumes for key products included: - Zinc concentrate: 33,361.58 tons produced - Lead concentrate (including silver): 10,819.24 tons produced [4][5]. Major Developments - The company is advancing the construction of the Xielong flotation plant, with significant progress in various stages of construction expected to be operational by the end of 2025 [4][5]. - The company has also acquired a 49% stake in Haosen Mining, enhancing its asset portfolio [4][5]. Competitive Advantages - The company emphasizes green development, having received multiple awards for its environmental practices and sustainable mining operations [6][7]. - It possesses rich lead and zinc resource reserves, supported by a strong geological exploration team and advanced mining technologies [6][7]. Financial Status and Investment Activities - The company reported a total asset value of RMB 7,490,603,026.37, with a net asset value of RMB 3,488,807,854.39 as of June 30, 2025 [2][3]. - The company has increased its investment in geological exploration and project construction, indicating a commitment to future growth [4][5].